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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $577,616 | $160,028+260.9% | $147,080+292.7% | $145,884+295.9% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 11.66% | 98.60%-86.9pp | 420.17%-408.5pp | 551.85%-540.2pp |
| Employer contribution / active EE | $2,580 | $5,286-51.2% | $4,933-47.7% | $4,662-44.7% |
| Participant deferral / active EE | $12,092 | $8,422+43.6% | $8,066+49.9% | $6,690+80.8% |
| Admin fee / account holder | $2,645 | $15,030-82.4% | $12,989-79.6% | $13,392-80.3% |